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Step 1: Create Internal Conversion Labels

Start with your own lead process. Create labels in LeadTrackr that describe key actions after a lead is captured, moments like:
  • Call Scheduled
  • Quote Sent
  • Deal Signed
  • Not Interested
  • Customer Onboarded
Use terminology your sales and marketing team will immediately recognize.

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When to Use “Mark as Done”

Each label also has a setting called Mark as done.
Enable this only for the final step in your process, like:
  • Deal Signed
  • Customer Onboarded
  • Lead Lost
If you mark leads as “done” too early (e.g. after scheduling a call), you can’t qualify them again later for a next step. So only use this for leads that reached their end state.
When this is enabled, leads will automatically move to the Rated tab after being processed. They won’t return to the “Open” inbox again. Once your labels are in place, map each of them to a distinct GA4 event or Google Ads conversion.

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Google Analytics 4 (GA4)

When integrating with GA4, we recommend using Google’s standard event names. These unlock powerful built-in reports, especially useful for lead generation. Create one conversion per LeadTrackr label, and assign each a conversion category that reflects the action type.

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Example Structures by Industry

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B2B SaaS

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Automotive / Car Dealership

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Real Estate

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Summary

  • Create labels based on your internal sales process
  • Map each label to one unique GA4 event and/or one unique Google Ads conversion
  • Stick to standard GA4 events where possible (qualify_lead, close_convert_lead, etc.)
  • Use conversion categories in Google Ads to improve optimization
  • Enable Mark as done only on the final step in your process